Year-End Estate Planning Moves to Make Before December 31

Bottom Line, Inc.

Estate planning is not “set and forget”—not by any means! With the end of the year approaching, it’s time to take stock of your estate planning goals and review your documents. This year, the review should take account of changes brought about by the 2017 tax act which, among other things, increased the federal estate and gift tax exemptions. There also were some changes made by some states that might provide new opportunities.